Nate Chiroff
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Nate Chiroff Email & Phone Number

Finance and Junior Advisory Intern at Drake & Associates, LLC
Location: Milwaukee, Wisconsin, United States 7 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Finance and Junior Advisory Intern
Location
Milwaukee, Wisconsin, United States
Company size

Who is Nate Chiroff? Overview

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Quick answer

Nate Chiroff is listed as Finance and Junior Advisory Intern at Drake & Associates, LLC, a with 53 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Nate Chiroff.

Nate Chiroff previously worked as Junior Advisory Intern at Drake & Associates, Llc and Finance Intern at Drake & Associates, Llc. Nate Chiroff holds Bachelor'S Degree, Finance, Junior from University Of Wisconsin-Milwaukee.

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Email format at Drake & Associates, LLC

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Drake & Associates, LLC

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Profile bio

About Nate Chiroff

As a third-year finance major with a certificate in entrepreneurship at the University of Wisconsin-Milwaukee, I have a strong passion for financial planning, data-driven analysis, and investment strategies. I currently intern with Drake & Associates, LLC, performing tasks ranging from internal data analysis to client investment processing. I am also a Resident Assistant for the Lubar College of Business LLC Program and the Treasurer of the Pinky Swear PACK student organization. As an aspiring Certified Financial Planner (CFP), I look forward to making an impact in the lives of others through financial clarity and confidence. I plan to complete my education at the University of Wisconsin-Milwaukee and continue learning as I strive for my financial certifications.

Current workplace

Nate Chiroff's current company

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Drake & Associates, LLC
Drake & Associates, Llc
Finance and Junior Advisory Intern
Milwaukee, WI, US
Employees
53
AeroLeads page
7 roles

Nate Chiroff work experience

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Finance Intern

Waukesha, Wisconsin, United States

- Perform comprehensive data audits, identifying and resolving inconsistencies and errors across extensive datasets to ensure the accuracy and reliability of client account information and records. - Utilize various brokerage systems, data management software, policy provider platforms, and analytical tools such as Charles Schwab, Orion, Salesforce, Egnyte, Excel, and numerous investment product portals. - Prepare and process insurance product documents on behalf of financial planners, advisors, and clients, ensuring precision and compliance with standards. - Generate and build out multiple large-scale reports in Excel and Sheets using a wide range of formulas to pull crucial statistics, metrics, and trends from imported datasets. - Communicate with clients over the phone to schedule advising appointments and facilitate the delivery of time-sensitive policy information, documents, and contracts, ensuring that clients are well-informed and attended to.

Business Program Resident Assistant

Milwaukee, Wisconsin, United States

- Develop and maintain a supportive and engaging community of over 70 business students, fostering academic and personal success. - Coordinate professional and casual events to aid residents in building camaraderie and establishing a strong network of like-minded students.- Work closely with stakeholders around campus to establish goals, generate ideas, and build a healthy, business-oriented environment. - Uphold university policies and procedures, creating a respectful and safe setting.

Uwm Residence Hall Security

Milwaukee, Wisconsin, United States

- Monitored a variety of alarms and cameras to ensure the safety and privacy of residents. - Effectively communicated and collaborated with residents, guests, and staff to streamline security processes. - Provided knowledgeable information to address concerns and limit uncertainty. - Maintained extensive records regarding several daily activities and incidents. - Calmly responded to emergencies such as fires, security threats/ breaches, and alerts from residents in collaboration with police and fire services to reduce any possible damages.

Oct 2023 - Jun 2024

Server

Sunnysideup Cafe

New Berlin, Wisconsin, United States

- Applied effective customer service skills to produce a positive customer dining experience. - Employed upselling strategies to increase sales of add-on products.- Displayed enthusiasm and knowledge about menu items and pricing to reduce confusion and indecision.

Jun 2019 - Sep 2023

Store Stocker & Customer Service Associate

New Berlin, Wisconsin, United States

- Maintained a well-organized sales floor to create an enjoyable customer experience. - Collaborated closely with team members and members of separate departments to ensure efficiency across the store. - Provided effective and friendly customer service to accelerate shopping productivity and create a positive organizational reputation. - Received and managed product shipments and produced a well-organized product layout.

Jul 2020 - May 2022
1 education record

Nate Chiroff education

FAQ

Frequently asked questions about Nate Chiroff

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What company does Nate Chiroff work for?

Nate Chiroff works for Drake & Associates, LLC.

What is Nate Chiroff's role at Drake & Associates, LLC?

Nate Chiroff is listed as Finance and Junior Advisory Intern at Drake & Associates, LLC.

Where is Nate Chiroff based?

Nate Chiroff is based in Milwaukee, Wisconsin, United States while working with Drake & Associates, LLC.

What companies has Nate Chiroff worked for?

Nate Chiroff has worked for Drake & Associates, Llc, University Of Wisconsin-Milwaukee, Sunnysideup Cafe, and Walmart.

How can I contact Nate Chiroff?

You can use AeroLeads to view verified contact signals for Nate Chiroff at Drake & Associates, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nate Chiroff attend?

Nate Chiroff holds Bachelor'S Degree, Finance, Junior from University Of Wisconsin-Milwaukee.

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